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Offshore Investments

Offshore investments are often an attractive option to people where a parent has provided capital to a minor, or for those who can expect their marginal rate of tax to fall. They are also of benefit to investors entitled to an age related allowance, or expatriates investing while non-resident.

St. James's Place offers a range of offshore solutions via a range of international investments designed for investors wanting to invest regularly or as a one-off lump sum into a range of asset classes and currencies.

These investments are set up to:

Maximise growth prospects

Spread risk

Offer a range of carefully selected and monitored Investment Managers

Give you the option of a regular and predictable 'income'

Allow you to switch between funds easily

Reduce your personal liability to Income and Capital Gains Taxes

For further information, specific to your circumstances, please refer to our International Investment Bond brochure or contact us to discuss your requirements, as the information presented is based on existing legislation and HM Revenue & Customs practice and does not amount to tax planning advice. Any potential investor who is unsure of their tax position is recommended to take advice before investing.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. Currency movements may also affect the value of investments.

The levels and bases of taxation and reliefs from taxation can change at any time and is dependent on individual circumstances.

The Partner Practice represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website www.sjp.co.uk/about-st-james-place/our-business/our-products-and-services. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.

James Trickett & Son Financial Services is a trading name of James Trickett & Son (Financial Services) Ltd. James Trickett & Son (Financial Services) Ltd is registered in England and Wales, Number 06470117. Registered Office: 382 Newchurch Road, Rawtenstall, Rossendale, Lancashire, BB4 7SN.